Mike Dunlop, CFP®

Partner, Financial Planner

Mike enjoys getting to know you as he patiently works with you to develop a financial plan. Above all, Mike understands that your finances can be a sensitive topic, so he goes the extra mile to create an atmosphere of comfort and trust.

Free Consultation

Casey Redmond

Partner, Financial Planner

Casey focuses on serving his clients through education so they can make informed and rational decisions.  He helps clients envision what a great life looks like and how to achieve that life while still enjoying it today!  Providing peace of mind along with the financial and time freedom they most desire is where Casey thrives. In his free time, Casey enjoys being with his family by tending their garden, going for walks, and on bike rides.

Free Consultation

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